Eq Investment Advisor is a New York-based financial firm that specializes in building long-term portfolios through deeply researched investments. They seek out companies that prioritize their shareholders, employees, and customers as stakeholders, aiming to provide their clients with a sense of pride in ownership.
The firm operates with a 3 to 5 year investment timeframe, targeting companies with a history of profitability and a commitment to doing things right. With a moderately concentrated portfolio of around 25 positions, Eq Investment Advisor focuses on robust, well-rounded analysis to identify investment opportunities.
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